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Vanguard Real Estate ETF

1,523 hedge funds and large institutions have $17.5B invested in Vanguard Real Estate ETF in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 624 increasing their positions, 629 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 57.76%59.47% (+1.7%)

1% less repeat investments, than reductions

Existing positions increased: 624 | Existing positions reduced: 629

2% less funds holding

Funds holding: 1,5521,523 (-29)

6% less capital invested

Capital invested by funds: $18.6B → $17.5B (-$1.03B)

10% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 100

12% less funds holding in top 10

Funds holding in top 10: 114100 (-14)

65% less call options, than puts

Call options by funds: $76M | Put options by funds: $220M

Holders
1,523
Holders Change
-29
Holders Change %
-1.87%
% of All Funds
24.17%
Holding in Top 10
100
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.28%
% of All Funds
1.59%
New
90
Increased
624
Reduced
629
Closed
100
Calls
$76M
Puts
$220M
Net Calls
-$144M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1201
Northwest Capital Management
Oregon
$260K +$82 +1 +0%
SWM
1202
Stockman Wealth Management
Montana
$260K -$211K -2,562 -43%
CGL
1203
Clarius Group LLC
Washington
$260K
WP
1204
Wealthspan Partners
Iowa
$260K -$12.8K -155 -4%
LG
1205
LAM Group
Oregon
$260K
AFG
1206
Atomi Financial Group
New York
$258K +$282K +3,414 New
RFN
1207
RDA Financial Network
Iowa
$257K -$31.1K -377 -10%
HCA
1208
Horan Capital Advisors
Ohio
$257K -$1.9K -23 -0.7%
NCMW
1209
Northern Capital Management (Washington)
Washington
$257K
GAM
1210
Griffin Asset Management
New York
$257K -$21.7K -263 -7%
PCM
1211
Poehling Capital Management
Wisconsin
$256K +$3.05K +37 +1%
Deutsche Bank
1212
Deutsche Bank
Germany
$255K -$6.18K -75 -2%
BIP
1213
Blueprint Investment Partners
North Carolina
$254K -$2.14K -26 -0.8%
WCM
1214
Washington Capital Management
Washington
$254K
JTWM
1215
Jackson Thornton Wealth Management
Alabama
$253K
AWM
1216
AllSquare Wealth Management
New York
$253K -$5.77K -70 -2%
SRC
1217
Sage Rhino Capital
California
$253K
SFG
1218
Synergy Financial Group
California
$252K
B
1219
Bridgeworth
Alabama
$251K -$768K -9,318 -74%
ES
1220
ETF Store
Kansas
$249K -$2.97K -36 -1%
FSWA
1221
Financial Synergies Wealth Advisors
Texas
$249K -$46.8K -567 -15%
DTC
1222
Davidson Trust Company
Washington
$246K
LW
1223
Linscomb Wealth
Texas
$246K -$60.2K -730 -18%
JSW
1224
Journey Strategic Wealth
New Jersey
$246K +$268K +3,253 New
BHWM
1225
Bar Harbor Wealth Management
New Hampshire
$246K

VNQ Hedge Fund Activity: Q3 2023 in Review

1,523 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Vanguard Real Estate ETF (VNQ) for Q3 2023, worth a combined $17.5B — down 5.5% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of VNQ and 90 opened new positions — a net loss of 10 holders — while 629 trimmed existing stakes and 624 added.

The largest buyer was Mivtachim The Workers Social Insurance Fund, opening a new position worth an estimated $299M. The largest seller was Catalyst Capital Advisors, cutting an estimated $91.8M.

  • 1,523 institutional investors held Vanguard Real Estate ETF (VNQ) as of Q3 2023, down from 1,552 in Q2 2023.
  • Funds reported $17.5B of Vanguard Real Estate ETF stock for Q3 2023, down 5.5% quarter-over-quarter.
  • 90 funds opened new Vanguard Real Estate ETF positions in Q3 2023 and 100 closed out, a net change of -10 holders.
  • The largest Vanguard Real Estate ETF buyer in Q3 2023 was Mivtachim The Workers Social Insurance Fund, an estimated $299M added.
  • The largest Vanguard Real Estate ETF seller in Q3 2023 was Catalyst Capital Advisors, an estimated $91.8M sold.

Based on aggregated 13F filings for Q3 2023.